Yield Hunting Newsletter | October 2021 Commentary And Sheets

Summary

• Markets had their worst month in quite a while (almost a year) even though the Delta variant appears to be subsiding.  Other worries remain however.

• The S&P 500 fell 3.7% while the Nasdaq fell even more at -4.9%.  EM was down the most at -5.2%.  Energy fared the best rising 14.6% during the month.

• Bonds were mostly lower as well with the Agg down 0…